Venturi Wealth Management’s SolarWinds Corporation Common Stock SWI Stock Holding History

Venturi Wealth Management’s Portfolio SWI Stock Details SWI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-157,499	Closed	-$2.9M	–	622
2025 Q1	$2.9M	Sell	157,499 -365,049	-70%	-$6.12M	0.15%	83
2024 Q4	$7.45M	Buy	+522,548	New	+$7.05M	0.37%	55

Other funds holding SWI

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Venturi Wealth Management's SWI Position: Q2 2025 in Review

Venturi Wealth Management sold out of SolarWinds Corporation Common Stock (SWI) in Q2 2025, closing a stake of 157,499 shares — an estimated $2.9M sold.

Venturi Wealth Management first reported a position in SWI in Q4 2024 and held it in 2 quarters. The position peaked at $7.45M in Q4 2024. 1 fund tracked by Wall St. Rank holds SWI as of Q2 2025.

Venturi Wealth Management reported no remaining SolarWinds Corporation Common Stock position as of Q2 2025 after selling out during the quarter.
Venturi Wealth Management sold 157,499 SolarWinds Corporation Common Stock shares in Q2 2025, an estimated $2.9M.
Venturi Wealth Management first reported a position in SolarWinds Corporation Common Stock in Q4 2024 and held it in 2 quarters.
Venturi Wealth Management's SolarWinds Corporation Common Stock position peaked at $7.45M in Q4 2024.
1 fund tracked by Wall St. Rank held SolarWinds Corporation Common Stock as of Q2 2025.

Based on Venturi Wealth Management's 13F filing for Q2 2025, filed 23 Jul 2025.